Institutional Ownership Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,167
shares
|
$268,045
0.0% of portfolio
|
Q2 2024
Reduced 48.79%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,396
shares
|
$239,210
0.0% of portfolio
|
Q3 2024
Added 4.37%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
6,240
shares
|
$233,376
0.01% of portfolio
|
Q1 2024
Reduced 12.61%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
6,149
shares
|
$229,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
5,935
shares
|
$221,969
0.0% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,520
shares
|
$131,648
0.0% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,865
shares
|
$107,151
0.16% of portfolio
|
Q3 2022
Reduced 14.07%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,258
shares
|
$84,449
0.0% of portfolio
|
Q1 2023
Reduced 57.93%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,883
shares
|
$70,424
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
1,476
shares
|
$55,202
0.03% of portfolio
|
Q4 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
1,222
shares
|
$45,702
0.01% of portfolio
|
Q4 2023
Reduced 92.12%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,019
shares
|
$38,110
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
959
shares
|
$35,866
0.02% of portfolio
|
Q4 2021
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
900
shares
|
$33,660
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
643
shares
|
$24,048
0.0% of portfolio
|
Q2 2020
Added 26.6%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
386
shares
|
$14,436
0.0% of portfolio
|
Q1 2023
Reduced 5.16%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
367
shares
|
$13,725
0.0% of portfolio
|
Q1 2024
Added 1.94%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
231
shares
|
$8,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
162
shares
|
$6,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
150
shares
|
$5,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
144
shares
|
$5,385
0.0% of portfolio
|
Q2 2024
Reduced 77.85%
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
17
shares
|
$635
0.0% of portfolio
|
Q3 2024
Reduced 91.1%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|